In the realm of data management, the struggle to synchronize SmartSuite records with Google Sheets is a familiar challenge. The monotonous routine of copy-pasting, a necessary yet time-consuming task, demands a more efficient solution. Enter an unobtrusive playbook, diligently operating in the background.
Its function is simple: seamlessly replicate SmartSuite records and deposit them into a designated Google Sheets repository. Eliminating the need for manual intervention, this automation ensures a precise transfer without the inherent risks of human error.
Whether orchestrating intricate data spreadsheets for a project or seeking expeditious workflow enhancements, this tool offers a pragmatic shortcut to data cohesion. Bid farewell to laborious data maneuvers and usher in a phase of streamlined operations.
Let’s set it up!
First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Google Sheets and SmartSuite.
Activate Bardeen (or hit Option + B on Mac or ALT + B on PC on your keyboard) and click on the playbook card. The setup flow will start. Bardeen will ask you to specify the SmartSuite solution and application that you want to copy and the Google Sheets spreadsheet to save the data.
Click on “Save Input” and checkmark SmartSuite and Google Sheets. This will save you time from setup in the future. You can edit Inputs later by hovering over the playbook.
Press Option + B on Mac or ALT + B on PC on your keyboard to launch Bardeen. Click on the playbook card and run the automation to copy data from a SmartSuite application to Google Sheets. It will get all the information from your SmartSuite application.
It will also get custom field information for rows.
Bardeen will then save all the data to the Google Sheets spreadsheet that you specified in Step #1.
You can also edit the playbook and add your next action to further customize the automation.
You can also find more about how to increase your personal productivity and automate your data sourcing and research workflow.
This playbook saves me hours when I’m sending out emails. It usually takes me 20 minutes to get the data and format it into an email. This playbook will help me go from my LinkedIn account to drafted email in 5 minutes!
This playbook saves me 60-90 minutes that I'd spend copy-pasting 20 new jobs details from LinkedIn daily - now it only takes me 5 minutes. Gamechanger!